Carl Stuart Investment Advisor’s Phillips 66 PSX Stock Holding History

Carl Stuart Investment Advisor’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$346K	Sell
2023 Q3	$317K	Buy
2023 Q2	$254K	Buy
2023 Q1	–	Sell
2022 Q4	$298K	Hold
2022 Q3	$265K	Hold
2022 Q2	$236K	Hold
2022 Q1	$2.47M	Hold
2021 Q4	$207K	Buy